Leonetti & Associates’s Block, Inc. XYZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | $4.11M | Sell |
73,235
-175
| -0.2% | -$9.82K | 1.51% | 16 |
|
|
2018
Q3 | $7.27M | Sell |
73,410
-71,325
| -49% | -$7.06M | 1.86% | 16 |
|
|
2018
Q2 | $8.92M | Buy |
144,735
+27,720
| +24% | +$1.71M | 2.42% | 14 |
|
|
2018
Q1 | $5.76M | Sell |
117,015
-1,060
| -0.9% | -$52.2K | 1.67% | 17 |
|
|
2017
Q4 | $4.09M | Buy |
118,075
+6,150
| +5% | +$213K | 1.1% | 23 |
|
|
2017
Q3 | $3.23M | Buy |
+111,925
| New | +$3.23M | 0.86% | 25 |
|